The world may not be having enough children to sustain economic growth at current levels.
Rhys Petheram looks at trends in bond markets as significant volatility has had multiple underlying causes.
Dan Carter and Mitesh Patel ask how ready Japan’s corporate sector is to capitalise upon the green technology revolution.
The Jupiter Merlin team address how politicians are pursuing ‘net zero’ targets, and whether they’re being honest with electorates about the reality of getting there.
Richard Watts looks at a volatile start to the year in investment markets, and appraises the prospects for economic growth in 2022.
The Jupiter Merlin team appraise President Biden’s first year in office, as missteps at home and abroad have left him looking increasingly embattled.
The Jupiter Merlin team search for some Christmas cheer, as Covid, central bank policy and geopolitics conspire to bring about a troubling end to 2021.
Ned Naylor-Leyland, head of strategy for Gold&Silver, explains the curious divergence in the price of gold and real interest rates and argues that a Fed policy error may be the trigger for a golden rebound.
Ariel Bezalel says unfavourable structural factors combined with prospects of subdued growth and inflation outlook may preclude aggressive tightening from the Fed.
Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics. Japan’s society continues to age, but what are the implications?